About Us
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My name is J J Stone, I enjoy helping individuals, families, and business owners bring clarity, structure, and confidence to their financial decisions. My approach is simple: I help you understand your options, protect what you’ve worked hard to build, and make sure everything you have in place is actually working the way it should. No pressure. No confusion. Just clear guidance and smart planning. I work with families, professionals, and business owners to align their insurance, income protection, and long-term strategies so nothing is overlooked or outdated. When things are structured correctly, money becomes a tool for stability, flexibility, and peace of mind — not stress. My role is to help you make confident decisions and build a plan that supports your life today and your goals for the future. SEC Registered Investment Advisory: Mutual of Omaha Advisors is a division of Mutual of Omaha Insurance Company Securities offered through Mutual of Omaha Investor Services, Inc. a Registered Broker/Dealer, Member FINRA/SIPC. Advisory services offered through Mutual of Omaha Investor Services, Inc. a SEC Registered Investment Advisory Firm.
Contact Info
JJ Stone - Mutual of Omaha Advisors
3200 E Camelback Rd Ste 190
Phoenix, 85018
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Services
  • Financial Planning
  • Retirement Planning
  • Business Strategies
  • Business Strategies
  • 401k/457/403b/Traditional & ROTH IRA
  • Insurance
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